WisdomTree US LargeCap Fund
100 hedge funds and large institutions have $318M invested in WisdomTree US LargeCap Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
3% more funds holding
Funds holding: 97 → 100 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.36% less ownership
Funds ownership: 58.73% → 56.36% (-2.4%)
11% less capital invested
Capital invested by funds: $358M → $318M (-$40M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$23.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.15M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.73M |
| 4 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$2.39M |
| 5 |
Morgan Stanley
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$41.4M |
| 2 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$9.78M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$4.35M |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$2.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -25,038 | Closed |
|
|
SCFS
102
S.C. Financial Services
Scottsdale,
Arizona
| – | -$261K | -6,392 | Closed |
|
|
AWA
103
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$231K | -5,666 | Closed |
|
|
WHG
104
Westwood Holdings Group
Dallas,
Texas
| – | -$209K | -5,113 | Closed |
|
|
RWB
105
RMR Wealth Builders
Montclair,
New Jersey
| – | -$201K | -4,929 | Closed |
|
|
TCWM
106
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$2K | -47 | Closed |
|
EPS Hedge Fund Activity: Q3 2022 in Review
100 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2022, worth a combined $318M — down 11% from $358M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EPS positions and 7 closed out — a net gain of 3 holders — while 38 added to existing stakes and 33 trimmed.
The largest buyer was Garrett Wealth Advisory Group, opening a new position worth an estimated $23.3M. The largest seller was LPL Financial, cutting an estimated $41.4M.
- 100 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2022, up from 97 in Q2 2022.
- Funds reported $318M of WisdomTree US LargeCap Fund stock for Q3 2022, down 11% quarter-over-quarter.
- 10 funds opened new WisdomTree US LargeCap Fund positions in Q3 2022 and 7 closed out, a net change of +3 holders.
- The largest WisdomTree US LargeCap Fund buyer in Q3 2022 was Garrett Wealth Advisory Group, an estimated $23.3M added.
- The largest WisdomTree US LargeCap Fund seller in Q3 2022 was LPL Financial, an estimated $41.4M sold.
Based on aggregated 13F filings for Q3 2022.